Set up an appointment for a load

This procedure shows how to set up and plan a dock appointment for a load. This is typically done by a transportation coordinator. You can use this procedure in the USMF demo data company.

Select the load

  1. Go to Transportation management > Planning > Load planning workbench.
  2. Clear the Hide shipped and received check box.
  3. In the list, select the load that has a status of Shipped.
  4. Click Transportation.
  5. Click Appointment scheduling.

Create an appointment

  1. Click New.
  2. In the Appointment rule field, enter or select a value.
  3. Click Save.
  4. Click Update status.
  5. Click Firm.
  6. Click Save.
  7. Close the page.